Southeast Asset Advisors, LLC Diversified Active

Location: Thomasville, GA

CIK: 0001390003 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Feb 13, 2026

Total Value: $1.053B (100.0% shares, 0.0% debt)

Holdings (217)

BRK/B BERKSHIRE HATHAWAY INC DEL 13.7%
Value $144M Shares 286,268 Est. Cost $134.54 Unrealized +269.8%
GOOG ALPHABET INC 13.1%
Value $138M Shares 439,153 Est. Cost $107.89 Unrealized +165.4%
CNX CNX RESOURCES CORPORATION 8.4%
Value $88.9M Shares 2,417,776 Est. Cost $14.53 Unrealized +146.5%
AAPL APPLE INC 6.0%
Value $63.09M Shares 232,067 Est. Cost $96.40 Unrealized +178.4%
RSP INVESCO EXCHANGE TRADED FD T 2.9%
Value $30.31M Shares 158,201 Est. Cost $159.35 Unrealized
SIVR ABRDN SILVER ETF TRUST 2.8%
Value $29.92M Shares 442,290 Est. Cost $67.64 Unrealized
VOO VANGUARD INDEX FDS 2.7%
Value $28.21M Shares 44,982 Est. Cost $238.18 Unrealized
KO COCA COLA CO 2.1%
Value $22.64M Shares 323,792 Est. Cost $47.20 Unrealized +47.0%
DRLL EA SERIES TRUST 2.1%
Value $22.01M Shares 771,454 Est. Cost $28.53 Unrealized
SIL GLOBAL X FDS 2.0%
Value $20.64M Shares 247,184 Est. Cost $83.52 Unrealized
GLD SPDR GOLD TR 1.8%
Value $18.71M Shares 47,200 Est. Cost $225.26 Unrealized
MSFT MICROSOFT CORP 1.6%
Value $16.36M Shares 33,820 Est. Cost $290.16 Unrealized +72.5%
IJH ISHARES TR 1.5%
Value $15.31M Shares 231,933 Est. Cost $59.54 Unrealized
AFL AFLAC INC 1.4%
Value $14.86M Shares 134,741 Est. Cost $30.23 Unrealized +263.4%
CVX CHEVRON CORP 1.3%
Value $13.86M Shares 90,962 Est. Cost $98.51 Unrealized +53.7%
FLO FLOWERS FOODS 1.3%
Value $13.68M Shares 1,257,354 Est. Cost $17.70 Unrealized -35.4%
TSM TAIWAN SEMICONDUCTOR MFG LTD 1.2%
Value $12.61M Shares 41,490 Est. Cost $179.20 Unrealized
XOM EXXON MOBIL CORP 1.0%
Value $10.38M Shares 86,241 Est. Cost $62.83 Unrealized +83.8%
GDX VANECK VECTORS ETF TR 1.0%
Value $10.32M Shares 120,287 Est. Cost $35.74 Unrealized
XOP SPDR SER TR 0.9%
Value $9.69M Shares 76,745 Est. Cost $81.18 Unrealized
JNJ JOHNSON & JOHNSON 0.9%
Value $9.562M Shares 46,207 Est. Cost $85.41 Unrealized +130.7%
IAU ISHARES GOLD TR 0.9%
Value $9.385M Shares 115,620 Est. Cost $33.71 Unrealized
JMST J P MORGAN EXCHANGE TRADED F 0.7%
Value $7.672M Shares 150,610 Est. Cost $50.92 Unrealized
AMZN AMAZON COM INC 0.7%
Value $7.602M Shares 32,934 Est. Cost $168.56 Unrealized +35.7%
PLTM GRANITESHARES PLATINUM TR 0.7%
Value $7.076M Shares 358,645 Est. Cost $19.73 Unrealized
PPLT ABRDN PLATINUM ETF TRUST 0.7%
Value $7.074M Shares 37,945 Est. Cost $186.43 Unrealized
VRT VERTIV HOLDINGS CO 0.6%
Value $6.787M Shares 41,890 Est. Cost $17.50 Unrealized +891.9%
GOOGL ALPHABET INC 0.6%
Value $6.58M Shares 21,022 Est. Cost $171.26 Unrealized +66.8%
SGI SOMNIGROUP INTERNATIONAL INC 0.6%
Value $6.211M Shares 69,563 Est. Cost $40.72 Unrealized +114.5%
JEPI J P MORGAN EXCHANGE TRADED F 0.6%
Value $6.19M Shares 108,146 Est. Cost $57.55 Unrealized
VIK VIKING HOLDINGS LTD 0.6%
Value $5.847M Shares 81,886 Est. Cost $34.22 Unrealized +86.5%
TSLA TESLA INC 0.5%
Value $5.622M Shares 12,500 Est. Cost $309.06 Unrealized +43.4%
MKL MARKEL GROUP INC 0.5%
Value $5.527M Shares 2,571 Est. Cost $1755.14 Unrealized +15.4%
JPST J P MORGAN EXCHANGE TRADED F 0.5%
Value $5.423M Shares 107,188 Est. Cost $50.50 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.5%
Value $5.284M Shares 7 Est. Cost $261905.12 Unrealized +185.0%
V VISA INC 0.5%
Value $5.225M Shares 14,897 Est. Cost $241.26 Unrealized +41.1%
ABBV ABBVIE INC 0.5%
Value $5.187M Shares 22,703 Est. Cost $151.82 Unrealized +49.9%
SCHW SCHWAB CHARLES CORP 0.5%
Value $4.895M Shares 48,994 Est. Cost $61.97 Unrealized +52.9%
ITT ITT INC 0.5%
Value $4.872M Shares 28,080 Est. Cost $119.24 Unrealized +50.3%
LYV LIVE NATION ENTERTAINMENT IN 0.5%
Value $4.774M Shares 33,502 Est. Cost $95.14 Unrealized +51.1%
WAB WABTEC 0.4%
Value $4.727M Shares 22,144 Est. Cost $90.82 Unrealized +126.1%
MLM MARTIN MARIETTA MATLS INC 0.4%
Value $4.643M Shares 7,456 Est. Cost $275.23 Unrealized +125.8%
TSCO TRACTOR SUPPLY CO 0.4%
Value $4.145M Shares 82,887 Est. Cost $50.94 Unrealized +5.4%
CAT CATERPILLAR INC DEL 0.4%
Value $3.991M Shares 6,966 Est. Cost $222.81 Unrealized +149.3%
SLV ISHARES SILVER TR 0.4%
Value $3.963M Shares 61,525 Est. Cost $24.40 Unrealized
TRMB TRIMBLE INC 0.4%
Value $3.9M Shares 49,783 Est. Cost $63.28 Unrealized +25.9%
BRO BROWN & BROWN INC 0.4%
Value $3.88M Shares 48,683 Est. Cost $51.84 Unrealized +60.8%
STE STERIS PLC 0.4%
Value $3.751M Shares 14,794 Est. Cost $202.71 Unrealized +23.9%
LH LABCORP HOLDINGS INC 0.4%
Value $3.698M Shares 14,740 Est. Cost $236.99 Unrealized +11.9%
VTIP VANGUARD MALVERN FDS 0.3%
Value $3.602M Shares 72,820 Est. Cost $49.46 Unrealized
MIDD MIDDLEBY CORP 0.3%
Value $3.43M Shares 23,068 Est. Cost $140.43 Unrealized -6.5%
SCI SERVICE CORP INTL 0.3%
Value $3.423M Shares 43,906 Est. Cost $66.12 Unrealized +21.0%
NVDA NVIDIA CORPORATION 0.3%
Value $3.346M Shares 17,941 Est. Cost $122.32 Unrealized +52.2%
COST COSTCO WHSL CORP NEW 0.3%
Value $3.289M Shares 3,814 Est. Cost $605.46 Unrealized +49.6%
PAYX PAYCHEX INC 0.3%
Value $3.195M Shares 28,480 Est. Cost $93.36 Unrealized +24.8%
LLY LILLY ELI & CO 0.3%
Value $3.063M Shares 2,850 Est. Cost $708.29 Unrealized +34.9%
VIG VANGUARD SPECIALIZED PORTFOL 0.3%
Value $3.005M Shares 13,673 Est. Cost $114.37 Unrealized
OXY OCCIDENTAL PETE CORP 0.3%
Value $2.827M Shares 68,738 Est. Cost $43.98 Unrealized -5.5%
IJR ISHARES TR 0.3%
Value $2.821M Shares 23,471 Est. Cost $84.99 Unrealized
RF REGIONS FINL CORP NEW 0.3%
Value $2.796M Shares 103,162 Est. Cost $11.87 Unrealized +113.7%
MORN MORNINGSTAR INC 0.3%
Value $2.79M Shares 12,841 Est. Cost $233.54 Unrealized -7.3%
KKR KKR & CO INC 0.3%
Value $2.677M Shares 20,997 Est. Cost $50.17 Unrealized +147.7%
WMT WALMART INC 0.2%
Value $2.614M Shares 23,461 Est. Cost $64.07 Unrealized +67.3%
ABT ABBOTT LABS 0.2%
Value $2.589M Shares 20,662 Est. Cost $116.44 Unrealized +9.3%
NDAQ NASDAQ INC 0.2%
Value $2.544M Shares 26,191 Est. Cost $90.69 Unrealized -1.1%
CNM CORE & MAIN INC 0.2%
Value $2.528M Shares 48,650 Est. Cost $35.10 Unrealized +46.1%
VMC VULCAN MATLS CO 0.2%
Value $2.52M Shares 8,834 Est. Cost $138.42 Unrealized +111.8%
DE DEERE & CO 0.2%
Value $2.45M Shares 5,263 Est. Cost $424.07 Unrealized +10.3%
JPM JPMORGAN CHASE & CO 0.2%
Value $2.443M Shares 7,580 Est. Cost $160.03 Unrealized +93.4%
TJX TJX COS INC NEW 0.2%
Value $2.427M Shares 15,800 Est. Cost $54.33 Unrealized +171.9%
HD HOME DEPOT INC 0.2%
Value $2.417M Shares 7,025 Est. Cost $292.39 Unrealized +24.7%
SIG SIGNET JEWELERS LIMITED 0.2%
Value $2.405M Shares 29,017 Est. Cost $74.73 Unrealized +27.1%
PFE PFIZER INC 0.2%
Value $2.331M Shares 93,623 Est. Cost $24.13 Unrealized +3.8%
JLL JONES LANG LASALLE INC 0.2%
Value $2.304M Shares 6,848 Est. Cost $267.48 Unrealized +17.2%
CDW CDW CORP 0.2%
Value $2.247M Shares 16,497 Est. Cost $120.05 Unrealized +22.5%
EME EMCOR GROUP INC 0.2%
Value $2.242M Shares 3,664 Est. Cost $345.55 Unrealized +87.4%
MCD MCDONALDS CORP 0.2%
Value $2.142M Shares 7,010 Est. Cost $198.24 Unrealized +53.9%
META META PLATFORMS INC 0.2%
Value $2.065M Shares 3,128 Est. Cost $648.09 Unrealized +3.0%
SO SOUTHERN CO 0.2%
Value $2.012M Shares 23,072 Est. Cost $37.85 Unrealized +140.2%
AMRZ AMRIZE LTD 0.2%
Value $1.985M Shares 36,700 Est. Cost $51.00 Unrealized +0.0%
DWLD DAVIS FUNDAMENTAL ETF TR 0.2%
Value $1.903M Shares 40,795 Est. Cost $26.10 Unrealized
ARGT GLOBAL X FDS 0.2%
Value $1.828M Shares 20,000 Est. Cost $91.41 Unrealized
BJ BJS WHSL CLUB HLDGS INC 0.2%
Value $1.804M Shares 20,043 Est. Cost $107.76 Unrealized -14.8%
ETN EATON CORP PLC 0.2%
Value $1.764M Shares 5,537 Est. Cost $119.61 Unrealized +196.3%
CSCO CISCO SYS INC 0.2%
Value $1.754M Shares 22,764 Est. Cost $43.89 Unrealized +68.1%
FDX FEDEX CORP 0.2%
Value $1.738M Shares 6,018 Est. Cost $198.60 Unrealized +31.7%
CPAY CORPAY INC 0.2%
Value $1.716M Shares 5,703 Est. Cost $361.31 Unrealized -19.6%
URA GLOBAL X FDS 0.2%
Value $1.709M Shares 40,000 Est. Cost $42.73 Unrealized
SPY SPDR S&P 500 ETF TR 0.2%
Value $1.684M Shares 2,469 Est. Cost $385.65 Unrealized
CLH CLEAN HARBORS INC 0.2%
Value $1.633M Shares 6,964 Est. Cost $172.73 Unrealized +32.3%
IVV ISHARES TR 0.1%
Value $1.45M Shares 2,117 Est. Cost $328.68 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value $1.363M Shares 5,298 Est. Cost $243.69 Unrealized +8.7%
CSX CSX CORP 0.1%
Value $1.29M Shares 35,582 Est. Cost $27.07 Unrealized +31.9%
ITOT ISHARES TR 0.1%
Value $1.233M Shares 8,292 Est. Cost $67.63 Unrealized
FBIN FORTUNE BRANDS INNOVATIONS I 0.1%
Value $1.23M Shares 24,591 Est. Cost $72.80 Unrealized -31.6%
PG PROCTER & GAMBLE CO 0.1%
Value $1.185M Shares 8,266 Est. Cost $115.27 Unrealized +27.7%
TDY TELEDYNE TECHNOLOGIES INC 0.1%
Value $1.182M Shares 2,314 Est. Cost $429.90 Unrealized +22.6%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value $1.139M Shares 3,844 Est. Cost $158.32 Unrealized +88.7%
MRK MERCK & CO INC NEW 0.1%
Value $1.13M Shares 10,740 Est. Cost $62.61 Unrealized +48.9%
TECH BIO-TECHNE CORP 0.1%
Value $1.108M Shares 18,836 Est. Cost $71.75 Unrealized -15.4%
CAPE DOUBLELINE ETF TRUST 0.1%
Value $1.083M Shares 33,597 Est. Cost $21.01 Unrealized
PKG PACKAGING CORP AMER 0.1%
Value $1.035M Shares 5,020 Est. Cost $53.04 Unrealized +281.5%
CMI CUMMINS INC 0.1%
Value $1.029M Shares 2,016 Est. Cost $346.08 Unrealized +34.7%
RTX RTX CORPORATION 0.1%
Value $1.023M Shares 5,579 Est. Cost $88.97 Unrealized +94.8%
INTU INTUIT 0.1%
Value $1.009M Shares 1,523 Est. Cost $618.27 Unrealized +6.9%
JSCP J P MORGAN EXCHANGE TRADED F 0.1%
Value $941K Shares 19,780 Est. Cost $47.25 Unrealized
UPS UNITED PARCEL SERVICE INC 0.1%
Value $932K Shares 9,400 Est. Cost $89.23 Unrealized +3.9%
MU MICRON TECHNOLOGY INC 0.1%
Value $926K Shares 3,243 Est. Cost $95.25 Unrealized +140.8%
ENTG ENTEGRIS INC 0.1%
Value $917K Shares 10,882 Est. Cost $88.52 Unrealized -2.0%
NFLX NETFLIX INC 0.1%
Value $903K Shares 9,630 Est. Cost $109.50 Unrealized -1.5%
NVS NOVARTIS AG 0.1%
Value $895K Shares 6,491 Est. Cost $114.14 Unrealized
SON SONOCO PRODS CO 0.1%
Value $864K Shares 19,788 Est. Cost $48.86 Unrealized -15.7%
NEE NEXTERA ENERGY INC 0.1%
Value $862K Shares 10,741 Est. Cost $54.01 Unrealized +52.7%
PEP PEPSICO INC 0.1%
Value $846K Shares 5,895 Est. Cost $142.26 Unrealized +2.6%
STX SEAGATE TECHNOLOGY HLDNGS PL 0.1%
Value $826K Shares 3,000 Est. Cost $92.81 Unrealized +179.0%
DIS DISNEY WALT CO 0.1%
Value $823K Shares 7,234 Est. Cost $113.53 Unrealized -3.5%
BAC BANK AMERICA CORP 0.1%
Value $818K Shares 14,876 Est. Cost $34.82 Unrealized +51.3%
AMD ADVANCED MICRO DEVICES INC 0.1%
Value $799K Shares 3,732 Est. Cost $110.76 Unrealized +102.8%
PTC PTC INC 0.1%
Value $769K Shares 4,412 Est. Cost $180.63 Unrealized +2.9%
PH PARKER-HANNIFIN CORP 0.1%
Value $735K Shares 836 Est. Cost $232.34 Unrealized +252.0%
PWR QUANTA SVCS INC 0.1%
Value $728K Shares 1,724 Est. Cost $216.85 Unrealized +102.6%
PHAT PHATHOM PHARMACEUTICALS INC 0.1%
Value $711K Shares 42,874 Est. Cost $14.28 Unrealized 0.0%
UNP UNION PAC CORP 0.1%
Value $705K Shares 3,049 Est. Cost $194.15 Unrealized +17.1%
AMGN AMGEN INC 0.1%
Value $679K Shares 2,075 Est. Cost $248.55 Unrealized +27.1%
GATX GATX CORP 0.1%
Value $664K Shares 3,916 Est. Cost $115.32 Unrealized +42.5%
DOLE DOLE PLC 0.1%
Value $650K Shares 43,392 Est. Cost $13.93 Unrealized 0.0%
DG DOLLAR GEN CORP NEW 0.1%
Value $629K Shares 4,740 Est. Cost $182.34 Unrealized -38.8%
PAA PLAINS ALL AMERN PIPELINE L 0.1%
Value $629K Shares 35,000 Est. Cost $18.80 Unrealized
MRVL MARVELL TECHNOLOGY INC 0.1%
Value $621K Shares 7,306 Est. Cost $59.90 Unrealized +46.0%
AVGO BROADCOM INC 0.1%
Value $614K Shares 1,773 Est. Cost $161.18 Unrealized +121.5%
BA BOEING CO 0.1%
Value $608K Shares 2,800 Est. Cost $168.02 Unrealized +22.4%
SYK STRYKER CORPORATION 0.1%
Value $594K Shares 1,689 Est. Cost $289.06 Unrealized +25.7%
PTLO PORTILLOS INC 0.1%
Value $591K Shares 130,250 Est. Cost $8.44 Unrealized -38.1%
DUK DUKE ENERGY CORP NEW 0.1%
Value $574K Shares 4,896 Est. Cost $110.55 Unrealized +10.0%
GPN GLOBAL PMTS INC 0.1%
Value $539K Shares 6,962 Est. Cost $120.89 Unrealized -33.6%
SHW SHERWIN WILLIAMS CO 0.1%
Value $538K Shares 1,660 Est. Cost $234.62 Unrealized +42.4%
ET ENERGY TRANSFER L P 0.1%
Value $533K Shares 32,333 Est. Cost $18.49 Unrealized
ORCL ORACLE CORP 0.0%
Value $526K Shares 2,699 Est. Cost $74.15 Unrealized +221.0%
GLW CORNING INC 0.0%
Value $525K Shares 6,000 Est. Cost $49.42 Unrealized +74.0%
TRV TRAVELERS COMPANIES INC 0.0%
Value $522K Shares 1,800 Est. Cost $260.99 Unrealized +7.5%
QQQ INVESCO QQQ TR 0.0%
Value $492K Shares 801 Est. Cost $367.14 Unrealized
WM WASTE MGMT INC DEL 0.0%
Value $491K Shares 2,235 Est. Cost $218.39 Unrealized -2.7%
TFC TRUIST FINL CORP 0.0%
Value $481K Shares 9,765 Est. Cost $30.20 Unrealized +51.7%
AXP AMERICAN EXPRESS CO 0.0%
Value $475K Shares 1,284 Est. Cost $158.79 Unrealized +124.8%
GE GE AEROSPACE 0.0%
Value $471K Shares 1,529 Est. Cost $169.68 Unrealized +77.3%
KVUE KENVUE INC 0.0%
Value $461K Shares 26,729 Est. Cost $20.91 Unrealized -22.3%
APH AMPHENOL CORP NEW 0.0%
Value $457K Shares 3,382 Est. Cost $24.51 Unrealized +444.8%
LOW LOWES COS INC 0.0%
Value $449K Shares 1,862 Est. Cost $252.46 Unrealized -5.0%
ACN ACCENTURE PLC IRELAND 0.0%
Value $449K Shares 1,672 Est. Cost $273.32 Unrealized -7.0%
XLK SELECT SECTOR SPDR TR 0.0%
Value $447K Shares 3,106 Est. Cost $169.13 Unrealized
WCC WESCO INTL INC 0.0%
Value $445K Shares 1,820 Est. Cost $214.20 Unrealized +14.4%
CBAN COLONY BANKCORP INC 0.0%
Value $440K Shares 24,706 Est. Cost $16.81 Unrealized 0.0%
AMT AMERICAN TOWER CORP NEW 0.0%
Value $420K Shares 2,391 Est. Cost $186.78 Unrealized -3.5%
BX BLACKSTONE INC 0.0%
Value $417K Shares 2,704 Est. Cost $87.62 Unrealized +72.9%
NSC NORFOLK SOUTHN CORP 0.0%
Value $410K Shares 1,421 Est. Cost $181.69 Unrealized +58.9%
JPIE J P MORGAN EXCHANGE TRADED F 0.0%
Value $402K Shares 8,676 Est. Cost $46.04 Unrealized
IDXX IDEXX LABS INC 0.0%
Value $398K Shares 589 Est. Cost $464.11 Unrealized +46.7%
BDX BECTON DICKINSON & CO 0.0%
Value $394K Shares 2,028 Est. Cost $226.77 Unrealized -16.4%
WDAY WORKDAY INC 0.0%
Value $391K Shares 1,822 Est. Cost $231.22 Unrealized -1.7%
BP BP PLC 0.0%
Value $390K Shares 11,230 Est. Cost $34.73 Unrealized
MEAR ISHARES U S ETF TR 0.0%
Value $390K Shares 7,750 Est. Cost $50.32 Unrealized
ENB ENBRIDGE INC 0.0%
Value $379K Shares 7,929 Est. Cost $46.37 Unrealized +1.6%
JOBY JOBY AVIATION INC 0.0%
Value $363K Shares 27,533 Est. Cost $6.92 Unrealized +121.8%
CL COLGATE PALMOLIVE CO 0.0%
Value $359K Shares 4,549 Est. Cost $87.83 Unrealized -10.8%
NU NU HLDGS LTD 0.0%
Value $355K Shares 21,232 Est. Cost $13.95 Unrealized +15.2%
T AT&T INC 0.0%
Value $354K Shares 14,233 Est. Cost $24.37 Unrealized +3.7%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value $347K Shares 6,560 Est. Cost $67.37 Unrealized -17.6%
SHEL SHELL PLC 0.0%
Value $342K Shares 4,660 Est. Cost $58.76 Unrealized
RY ROYAL BK CDA 0.0%
Value $341K Shares 2,000 Est. Cost $117.75 Unrealized +30.4%
LUMN LUMEN TECHNOLOGIES INC 0.0%
Value $338K Shares 43,534 Est. Cost $9.80 Unrealized -16.0%
KHC KRAFT HEINZ CO 0.0%
Value $333K Shares 13,740 Est. Cost $26.00 Unrealized -5.3%
PCAR PACCAR INC 0.0%
Value $329K Shares 3,000 Est. Cost $90.46 Unrealized +11.9%
GWW GRAINGER W W INC 0.0%
Value $328K Shares 325 Est. Cost $1033.16 Unrealized -6.2%
BK BANK NEW YORK MELLON CORP 0.0%
Value $328K Shares 2,824 Est. Cost $82.56 Unrealized +33.8%
NUE NUCOR CORP 0.0%
Value $326K Shares 2,000 Est. Cost $159.50 Unrealized -6.1%
ALAB ASTERA LABS INC 0.0%
Value $318K Shares 1,910 Est. Cost $79.01 Unrealized +111.7%
DGRO ISHARES TR 0.0%
Value $316K Shares 4,549 Est. Cost $37.63 Unrealized
CPAG RBB FD INC 0.0%
Value $307K Shares 3,000 Est. Cost $101.45 Unrealized
PLD PROLOGIS INC. 0.0%
Value $305K Shares 2,390 Est. Cost $102.32 Unrealized +21.0%
SHY ISHARES TR 0.0%
Value $302K Shares 3,648 Est. Cost $81.26 Unrealized
TGT TARGET CORP 0.0%
Value $302K Shares 3,089 Est. Cost $96.73 Unrealized -5.3%
MAA MID-AMER APT CMNTYS INC 0.0%
Value $301K Shares 2,165 Est. Cost $149.63 Unrealized -11.1%
RJF RAYMOND JAMES FINL INC 0.0%
Value $296K Shares 1,846 Est. Cost $99.79 Unrealized +61.3%
CRM SALESFORCE INC 0.0%
Value $291K Shares 1,100 Est. Cost $251.43 Unrealized -1.3%
SPYI NEOS ETF TRUST 0.0%
Value $289K Shares 5,500 Est. Cost $52.53 Unrealized
GPC GENUINE PARTS CO 0.0%
Value $279K Shares 2,270 Est. Cost $117.78 Unrealized +9.3%
CB CHUBB LIMITED 0.0%
Value $274K Shares 877 Est. Cost $256.14 Unrealized +14.2%
XLV SELECT SECTOR SPDR TR 0.0%
Value $272K Shares 1,756 Est. Cost $139.76 Unrealized
CADE CADENCE BANK 0.0%
Value $266K Shares 6,213 Est. Cost $35.60 Unrealized +10.7%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value $266K Shares 459 Est. Cost $565.16 Unrealized 0.0%
EMR EMERSON ELEC CO 0.0%
Value $265K Shares 2,000 Est. Cost $118.79 Unrealized +11.4%
PSTG PURE STORAGE INC 0.0%
Value $256K Shares 3,820 Est. Cost $83.54 Unrealized 0.0%
VTI VANGUARD INDEX FDS 0.0%
Value $253K Shares 756 Est. Cost $235.57 Unrealized
SCHX SCHWAB STRATEGIC TR 0.0%
Value $253K Shares 9,416 Est. Cost $34.27 Unrealized
XLP SELECT SECTOR SPDR TR 0.0%
Value $252K Shares 3,250 Est. Cost $77.68 Unrealized
COP CONOCOPHILLIPS 0.0%
Value $250K Shares 2,666 Est. Cost $96.65 Unrealized -6.9%
IWF ISHARES TR 0.0%
Value $248K Shares 525 Est. Cost $424.58 Unrealized
MPC MARATHON PETE CORP 0.0%
Value $248K Shares 1,525 Est. Cost $145.16 Unrealized +28.4%
UNH UNITEDHEALTH GROUP INC 0.0%
Value $248K Shares 750 Est. Cost $463.34 Unrealized -27.2%
HON HONEYWELL INTL INC 0.0%
Value $245K Shares 1,256 Est. Cost $199.66 Unrealized -2.3%
SKE SKEENA RES LTD NEW 0.0%
Value $237K Shares 10,000 Est. Cost $19.72 Unrealized 0.0%
GS GOLDMAN SACHS GROUP INC 0.0%
Value $231K Shares 263 Est. Cost $734.84 Unrealized +10.7%
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value $231K Shares 7,207 Est. Cost $31.01 Unrealized
SYY SYSCO CORP 0.0%
Value $228K Shares 3,100 Est. Cost $29.66 Unrealized +154.6%
WFC WELLS FARGO CO NEW 0.0%
Value $225K Shares 2,418 Est. Cost $71.15 Unrealized +21.8%
APD AIR PRODS & CHEMS INC 0.0%
Value $225K Shares 912 Est. Cost $294.29 Unrealized -14.5%
HDV ISHARES TR 0.0%
Value $218K Shares 1,790 Est. Cost $117.62 Unrealized
PNC PNC FINL SVCS GROUP INC 0.0%
Value $209K Shares 1,000 Est. Cost $195.75 Unrealized -1.5%
GD GENERAL DYNAMICS CORP 0.0%
Value $208K Shares 619 Est. Cost $313.76 Unrealized +8.6%
GEV GE VERNOVA INC 0.0%
Value $205K Shares 314 Est. Cost $609.04 Unrealized 0.0%
MDLZ MONDELEZ INTL INC 0.0%
Value $204K Shares 3,792 Est. Cost $59.75 Unrealized -4.5%
SSB SOUTHSTATE BK CORP 0.0%
Value $203K Shares 2,157 Est. Cost $96.71 Unrealized -5.0%
MPT MEDICAL PPTYS TRUST INC 0.0%
Value $130K Shares 25,902 Est. Cost $12.11 Unrealized
MRCC MONROE CAP CORP 0.0%
Value $102K Shares 16,000 Est. Cost $5.41 Unrealized +19.5%
CODI COMPASS DIVERSIFIED 0.0%
Value $96,000 Shares 20,000 Est. Cost $9.17 Unrealized -31.1%
AQN ALGONQUIN PWR UTILS CORP 0.0%
Value $92,250 Shares 15,000 Est. Cost $5.79 Unrealized +2.7%
NVX NOVONIX LIMITED 0.0%
Value $27,775 Shares 27,500 Est. Cost $1.28 Unrealized